Sam Goldstein, CPA, CFP

Sam Goldstein, CPA, CFP Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Sam Goldstein, CPA, CFP, Financial planner, 745 Craig Road, Suite 302, Creve Coeur, MO.

A may make sense, but you need to set proper expectations.
08/30/2021

A may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
08/27/2021

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
08/25/2021

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/23/2021

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/20/2021

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Social host laws may make you responsible for underage drinking in your home, even if you are away.
08/18/2021

Social host laws may make you responsible for underage drinking in your home, even if you are away.

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Learn how work, and how they can help you save money.
08/16/2021

Learn how work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
08/13/2021

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

D&O can be a risk management tool for small businesses, non-profits and educational institutions.
08/11/2021

D&O can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Second homes have unique risks and insuring them is different than a primary home.
08/09/2021

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

In July, stocks notched a solid gain despite higher inflation and new COVID-19 cases.
08/06/2021

In July, stocks notched a solid gain despite higher inflation and new COVID-19 cases.

Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases.

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.
08/06/2021

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

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745 Craig Road, Suite 302
Creve Coeur, MO
63141

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